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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (14151)	6/27/1999 8:52:00 PM
From: cmg	Read Replies (1) \| Respond to of 42804

Interesting: "Looks to me that MRVC is taking the first step to selling out the entire company, but in pieces. None of the big boys want to buy the entire company, including optical components, Ethernet switches, etc. and be saddled with the low margin and personels who don't fit into the big plan. MRVC will have to sell pieces off - one at a time, to different companies with specific interests in each of the pieces. I think it is inevitable that MRVC must sell out, and this is the time to do it. There are too many large players with deep pockets, and MRVC can not compete in R&D capital and personnel longterm. MRVC will sell MRV division first. Afterward, Xyplex/Nbase, Charlotte Web, Near Access may all go at once to a buyer or in pieces if a single buyer does not come forward. Noam made the decision to sell before last conference call. Time to buy. The MRV division alone is worth current market cap. Someone will buy it and soon. There is no question about it. "